SAG
SageView Advisory Group’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Sell |
23,539
-8,347
| -26% | -$1M | 0.11% | 110 |
|
|
2025
Q1 | $3.15M | Buy |
31,886
+4
| +0% | +$395 | 0.13% | 86 |
|
|
2024
Q4 | $3.55M | Buy |
31,882
+4,910
| +18% | +$547K | 0.15% | 78 |
|
|
2024
Q3 | $2.59M | Sell |
26,972
-3,423
| -11% | -$329K | 0.13% | 94 |
|
|
2024
Q2 | $3.02M | Buy |
30,395
+2,223
| +8% | +$221K | 0.14% | 92 |
|
|
2024
Q1 | $3.45M | Sell |
28,172
-2,300
| -8% | -$281K | 0.17% | 73 |
|
|
2023
Q4 | $2.95M | Sell |
30,472
-3,278
| -10% | -$318K | 0.13% | 102 |
|
|
2023
Q3 | $2.74M | Buy |
33,750
+6,960
| +26% | +$564K | 0.16% | 85 |
|
|
2023
Q2 | $2.39M | Buy |
26,790
+3,052
| +13% | +$272K | 0.13% | 102 |
|
|
2023
Q1 | $2.38M | Buy |
23,738
+10,519
| +80% | +$1.05M | 0.15% | 100 |
|
|
2022
Q4 | $1.15M | Buy |
+13,219
| New | +$1.15M | 0.09% | 140 |
|